finexis Wins Top Wealth Management Company in Singapore
If you’re exploring which financial advisory firm to join in Singapore, here’s a milestone that might help you decide.
We are proud to share that finexis advisory won the Wealth Management Award at SBR National Business Awards 2025. This recognition celebrates our bold and ongoing journey of digital transformation to empower our financial consultants and elevate the client experience.
A First in the Industry: Seamless eKYC Integration
As financial advisory representatives with access to solutions from many insurers and platforms, paperwork is a constant complaint. finexis is currently the only independently-owned financial advisory firm in the industry with direct integration to insurers’ systems and Singapore government databases. Our eKYC platform helps us reduce the need for manual data entry or physical documentation.
Our digital KYC platform worked so well that we achieved a 100% adoption across finexis in under 2 years. finexis continues to expand its partnerships, enabling even more straight-through insurance submissions.
Merlin: A Comprehensive Advisor Platform
At the core of finexis’ digital strategy is Merlin, an all-in-one workflow platform built specifically for financial consultants. Merlin includes over 15 integrated modules such as:
- Customer relationship management
- Task and appointment management
- Email marketing tools
- Investment calculators
- Service matrix automation for client touchpoints
Merlin also features the “dream manager” module, which enables consultants to simulate clients’ financial goals and visually guide the client through future goals and how it impacts them.
This comprehensive digital advisor platform increases our productivity. We choose how we leverage it as whole or using select modules that can plug into our individual processes.
Ready to Build a Future-Focused Career in Wealth Management?
finexis’ award-winning digital transformation highlights what sets us apart in the Singapore's financial advisory industry. For professionals exploring careers in wealth management and evaluating which FA to join in Singapore, this national recognition signals a strong commitment to advisor support, innovation, and operational excellence.
We believe the role of a financial consultant goes beyond products. It is about creating real impact through meaningful advice, supported by the best platform and tools in the industry.
If you’re looking to join a team with finexis advisory, we'd love to hear from you. Our client-centric, investment-focused approach takes full advantage of the FA model, and allows you to build a thriving advisory practice you can call your own. Take your next step to a better, bolder future with Orion Wealth Partners!
